MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
+300
227
$16K 0.01%
200
-10
228
$15K 0.01%
65
+10
229
$15K 0.01%
133
230
$15K 0.01%
+500
231
$15K 0.01%
1,304
232
$14K 0.01%
36
233
$14K 0.01%
155
+40
234
$14K 0.01%
80
235
$14K 0.01%
445
236
$14K 0.01%
+107
237
$13K ﹤0.01%
238
238
$13K ﹤0.01%
150
239
$13K ﹤0.01%
28
240
$13K ﹤0.01%
+200
241
$13K ﹤0.01%
285
242
$13K ﹤0.01%
707
243
$13K ﹤0.01%
210
244
$13K ﹤0.01%
272
245
$13K ﹤0.01%
114
246
$12K ﹤0.01%
260
247
$12K ﹤0.01%
+462
248
$12K ﹤0.01%
+200
249
$12K ﹤0.01%
87
250
$12K ﹤0.01%
400
8 9
10
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